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UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2320 Cr | ₹3191 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 10 Aug 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | % |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ritika Behera | Sachin Trivedi |
| ISIN Code | INF194KA1UE8 | INF789F1AYT7 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.44% | 0.07% |
| 6 Month | 3.33% | 3.35% |
| 1 Year | 3.26% | 6.62% |
| 3 Year | 10.99% | - |
| 5 Year | 9.47% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.84% | 2.59% |
| 1 Year | 9.87% | 11.48% |
| 3 Year | 10.19% | - |
| 5 Year | 9.58% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.58% | 10.2% |
| 3 Year | 8.79% | - |
| 5 Year | 9.27% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.54% | - |
| Sharp | 0.61% | - |
| Beta | 0.90% | - |
| Alpha | -0.14% | - |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Ritika Behera | Sachin Trivedi |
| Total AUM | ₹43013 Cr | ₹7301 Cr |
| Funds Managed | 19 | 3 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 27.02 | 33.04 |
| Large Cap | 52.55 | 59.29 |
| Small Cap | 8.75 | 2.9 |
| Mid Cap | 11.68 | 4.77 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 19.64 | 29.09 |
| Communication Services | 6.61 | 4.95 |
| Energy | 3.7 | 4.99 |
| Technology | 10.22 | 8.18 |
| Financial Services | 26.52 | 26.58 |
| Basic Materials | 4.93 | 3.95 |
| Consumer Defensive | 4.86 | 4.09 |
| Industrials | 6 | 4.67 |
| Consumer Cyclical | 8.79 | 9.54 |
| Healthcare | 5.67 | 2.89 |
| Utilities | 1.04 | 1.07 |
| Real Estate | 2.02 | - |
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